Financial Harvest, Llc
- Regulatory AUM
- $557M
- Discretionary
- $557M
- Clients
- 320
- Avg AUM / client
- $1.7M
- Accounts
- 1,397
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 151 | $70.0M | 12.6% |
| High net worth individuals | 169 | $487M | 87.4% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Alan Witter | Managing Member & Chief Compliance Officer | CFP | Jun 2005 (21y) | 25% – 50% |
| Nancy Kathryn Witter | Managing Member | Sep 2009 (17y) | 25% – 50% | |
| Kellen Hindry Williams | Member | CFP | Aug 2018 (8y) | Less than 5% |
| Danica Nicole Bolton | Registered representative | Nov 2020 (6y) | ||
| Samson Scott Streachek | Registered representative | Mar 2026 (0y) | ||
| Nicole Kristine Halweg | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $553M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗